Features & Quick Stats
Key Features
- Accounting
- Automation Center
- Client Center
- Communication Center
- Reporting & Analytics
- Retention Center
- Sales Center
- Submission Center
Core Business
How EZLynx Helps Independent Agents & Brokers
Integrations
Enhancements & Additional Information
Catalyit Team Review
Intuitive AMS with Integrated Sales, Marketing, & Personal Lines Rating Functionality
Published: January 11, 2023
What we like:
- Intuitive
- Fully functioning day-to-day service as well as sales and marketing – no outside resource requires to support this functionality
- Reporting displays are presentation ready for management review and discussion
Things to consider:
- Limited integrations outside of its own software
- Accounting relies on Quickbooks
Summary:
EZLynx is an Agency Management System that can include sales management, PL comparative rating, Policyholder and Policy Documentation storage, customer communication functionality, retention, proactivity, general reporting, accounting, and automation.
Permissions & Accessibility:
This system is 100% online and can be accessed anywhere you have an internet connection. It is fully compatible with both Android and iOS. It is a user permission-centered system ensuring visibility and accessibility of employees is completely controlled at the administrative level.
Key Features:
The new customer pipeline management workflow can be fully automated through the rating process. (Leads lists can also be uploaded from an Excel spreadsheet and pushed into the pipeline).
- Marketing Automation:
Marketing campaigns can be kicked off for every lead, with only those who respond getting pushed into the next step of the quoting process. Marketing campaigns can be triggered based on a report and do not have a recipient limit. You can use pre-built templates based on your current need or technical skills or create your own. - Dashboards:
– The insights dashboard suggests sales opportunities (i.e., cross-selling lines of business to existing customers).
– Sales Center functionality moves opportunities through the sales cycle when all the tools in the EZLynx system are used together by using different steps as triggers to move it from one stage to the next. Even Lost opportunities can be pushed back into the renewal cycle, reminding agents to go back after the business next year.
– The retention center is designed to give agents an in-depth look at their renewal book and helps identify clients that are at high risk for cancellation. It helps staff proactively manage those high-risk accounts to retain more business. - Personal Lines Rater:
Rater functionality is completely integrated into the AMS. Google integration generates customer information to simplify and minimize data entry for the agent. You can easily select coverage options and quickly submit information for quotes and then navigate over to a carrier site.
Accounting and Reporting:
The EZLynx system does not have a proprietary accounting system but leverages the capabilities of QuickBooks.
The system-generated Agency Pulse report provides agency performance stats with information on the book of business, peer benchmarking, retention, sales details, and rating activity. The Communication Center allows agents to build automated customer communication based on specific triggers and occurrences in the customer life cycle. The system can email and text depending on the best way to reach the client.
* Unbiased review based upon information and insights available.
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Product FAQs
Agency Management System
AMS-Suspense/follow-up tracking?
Yes
AMS-Direct bill commission download available?
Yes
AMS-Electronic signature integration?
Yes
AMS-Track all user activity?
Yes
AMS-Purge customer data/documents?
No
AMS-User customize views for "my" policies?
Yes
AMS-Employee time tracking available?
No
AMS-Personal downloads available?
Yes
AMS-Custom proposal module?
Yes
AMS-Location/mapping integration?
Yes
AMS-Support real-time interface for claim inquiries?
Yes
AMS-Ability to import schedules?
Yes
AMS-Agency/employee license tracking available?
No
AMS-Dashboard feature included?
Yes
AMS-Integrate with comparative quoting/rating systems?
Yes
AMS-Tools available for customer self-service
[Policy changes, Client issue certificates, Client portal, eSignature integration]
AMS-Split/merge customers?
Yes
AMS-Task management?
Yes
AMS-Commercial downloads available?
Yes
AMS-Boolean searches of data?
No
AMS-Open documented API?
Yes
AMS-Track claim activity?
Yes
AMS-System support provided
[Support by email, Support by phone, Training using videos, Training by person virtually, On screen help]
AMS-Support claim download?
Yes
AMS-Accounting integrated?
Yes
AMS-Split/merge policies between customers?
Yes
AMS-All data fields available for reporting?
Yes
AMS-Software/platform access
[Native Browser Based]
AMS-Reporting on activity data?
Yes
AMS-Document creation capability?
Both proprietary word processing and Microsoft Word
AMS-Document management/scanning features available?
[Drag and drop file attachment]
AMS-Reporting capabilities
[Commission payable reports, Commission receivable reports, Export reports to Excel, Production level reporting, Marketing campaign reports, New business reports, Sales production by employee, X-date reports]
AMS-Agency procedures available in system?
No
AMS-Fillable ACORD forms?
Yes
AMS-Marketing capabilities
[Automated marketing campaign management, Newsletter generation and distribution, Sales pipeline management, Dashboard specific to marketing and sales, Risk surveys]
AMS-Data sources available for document merging
[Contact, Policy, Coverage, Claim]
AMS-Dashboard customizable by agency role?
No
AMS-SMS/Texting integrated?
Yes
AMS-Scanning/attaching to client file capability?
No
AMS-Policy processing workflows?
Yes
AMS-Automatic renewal processing available?
Yes
AMS-Dashboard alert of items past due?
Yes
AMS-Custom activity tracking?
Yes
AMS-System security by role/function?
Yes
AMS-Carrier submission management available?
Yes
AMS-Fax integration?
No
AMS-VOIP integration?
Yes
AMS-Custom form capabilities?
Yes
AMS-Microsoft 365 integration
[Email]
AMS-Reminder notifications/alerts available
[Email, SMS, Pop-up]
AMS-Archive customer data/documents?
No
AMS-Scanning/attaching to carrier file capability?
No
AMS-Accounting features offered
[Third party integration (e.g. QuickBooks), Account Payables, Company Payables, P&L and Balance Sheet, Customer Billing]
AMS-Prioritize/flag notes?
Yes
AMS-Mobile device access
Yes
User Community
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